Services

Financial planning

Investment policy

Portfolio management

Family strategy

Waypoint seeks to understand your entire financial picture and provide thoughtful asset allocation advice designed to meet your objectives. We take pride in the fact that our business has been built on referrals from clients and other industry professionals. We’re known for building long-term relationships with trust and transparency, not for selling financial products.

A Crucial First Step: Financial Planning


Financial planning is paramount to achieving your financial goals and securing your future. By creating a structured plan, you can better understand your current financial situation, identify areas for improvement, and make informed decisions about saving, investing, and spending. We can guide you through this crucial step, which provides peace of mind and empowers you to take control of your financial well-being.

Our investment philosophy

Asset allocation

Flexibility

Independence & objectivity

Risk management

We build your investment strategy to manage the cash flow, risk, and time horizon of each particular portfolio. The portfolio asset allocation as well as sector and subsector allocations are designed by Waypoint using our disciplined innovation process, which combines advanced quantitative and experienced qualitative methods.

Asset allocation

The strategic understanding of asset allocation and rebalancing is vital to the success of your long-term investment objectives. We index efficient investments and utilize active management for less efficient assets.

Flexibility

Inherent in any personalized solution is flexibility, particularly in employing active or passive approaches according to shifting client circumstances or macroeconomic evolutions. We believe in allocating capital to alternative investments, which may help mitigate overall portfolio volatility.

Independence & objectivity

We give you advice that is independent, transparently priced, and in support of your specific goals. We do not own insurance, accounting, or other businesses, or receive commissions or income from the funds and services we recommend. Our advice always aims to deliver your best outcome.

Risk management

We continually measure expected return and risk, monitor and rebalance portfolios regularly, and construct future-focused tactics to take full advantage of temporary market dislocations, while also paying close attention to taxes and fees.

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